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retirement

Retirement Reality Check: Big Number Blindness

Retirement Reality Check: Big Number Blindness

Midway points are a great time for checking in. With the second half of 2017 underway, pause and take stock of how well your retirement plan is working for you. It may also be...
Maximizing Social Security Benefits - It's Personal

Maximizing Social Security: It’s Personal

Social Security and retirement seem to go hand-in-hand, an inevitable financial step in everyone’s post-working life. However, the how and when of Social Security are not a one-size-fits-all. Some people may be surprised to...

2017 Research Reveals Insight on 457 Plan Sponsors

Being a trusted partner is important to you—and it’s even more critical as the regulatory environment changes. Staying on top of shifting sentiments and what’s important to your clients is paramount. 457 Employers Express a...
The Student Debt Payoff Trade-Off

The Student Debt Payoff Trade-Off

You crossed the stage, shook hands and received that diploma. Sixteen years of education paid off with a new job secured and … $30,000 in student loans. Wait. What? Earning a degree is often...
Late to the Retirement Race?

Late to the Retirement Race? Strategies for Catching Up

Whether you got a late start or you just plain haven’t been saving enough, there are ways you can start to increase your retirement savings now. The Best Time to Save is Now If you are in...
Business Owners Hold the Keys to Retirement

Business Owners Hold the Keys to Retirement

If you’re a business owner, you’re no stranger to taking on a variety of roles and responsibilities to keep your business moving forward. As you make important decisions for your company each day, you...
Feeling Lucky? Don't Chance It with Your Investments

Feeling Lucky? Don’t Chance It with Your Investments

If the recent rally has you feeling lucky about jumping in or out of the markets, this may cost your portfolio. No one knows how the markets will move next, which makes it difficult...
Resolve to Take Control of Your Finances in 2017

Resolutions for 2017—Take Control of Your Finances

Looking back, 2016 gave us plenty of market shocks, such as China’s surprise currency devaluation and slowdown in growth, UK’s Brexit vote and the U.S. election. As a whole, the year taught investors to...
9 Tax Tasks To Dos Before December Ends

9 Tax Tasks to Do Before December Ends

Tax day may be four months away, but taking care of a few things this month can put things in order before your 2016 filing. Why now? In some cases, you’ll need to act...
Check Your Target-Date Fund Approach - Part 1

Selecting a Target-Date Investment? Check the Approach

Part 1 Selecting a Target-Date Investment Investors often look to target-date investments for retirement—and for good reason. They offer a convenient way to invest, professional money management and a well-balanced mix of investments intended to help...